Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,994 | $72,071-22.3% | $68,368-18.1% | $137,256-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.88% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,199 | $2,788-57.0% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $4,626 | $4,410+4.9% | $4,123+12.2% | $6,407-27.8% |
| Admin fee / account holder | $8,341 | $5,336+56.3% | $5,150+62.0% | $12,270-32.0% |